About the PLM embedded menu and toolbar
After the PLM integration for Microsoft Office has been installed, the PLM toolbar is
added to your Microsoft Office toolbar, and a menu is added to the Microsoft Office menu
bar.
The following menu and toolbar options are available:
Icon | Option | See/Description |
---|---|---|
|
Connect | Connecting to PLM |
|
Disconnect | Disconnecting from the PLM integration |
|
Save to PLM | Saving to PLM |
|
Save and Unlock | Saving and Unlocking a file |
General Mapping | Introduction | |
|
Associate mapping | The Associate Mapping Rules menu option |
|
Display mapping | Display Mapping |
|
Remove mapping | Removing Mapping Associations |
|
Check In | Checking in a file |
|
Check Out | Checking out a file |
Check Out Major | Checking out a file | |
|
Change in Ownership | Changing Ownership of a file |
|
Open in WorkSpace | Opening a file in a PLM workspace |
|
Preferences | Preferences |
|
Link to Item | Link to object |
|
Link to Document | Link to Document |
|
Link to Folder | Link to Folder |
|
About | Contains product and system information as well as additional sources for professional assistance. |
|
Update Item | Using Infocards |
|
Update Document | Using Infocards |
|
Update File | Using Infocards |
Show Document Structure | Opening a file in a PLM workspace | |
|
Show item Structure | Opening a file in a PLM workspace |